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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call reveals challenges in network upgrades and economic factors affecting revenue guidance. Despite a share buyback plan, financial metrics show mixed results, with some revenue declines and increased leverage. The Q&A section highlights management's lack of clarity on key issues, such as UK market conditions and strategic reviews. These factors suggest a negative market reaction.
The earnings call reveals mixed sentiments: strong mobile service revenue growth, strategic investments, and a solid balance sheet are positive. However, stable to declining revenue guidance, subscriber losses in Telenet, and unclear management responses on key issues create uncertainty. The Q&A highlights strategic progress but also reveals concerns about fiber competition and unclear long-term strategies. Overall, these factors suggest a neutral stock price movement as positives are offset by uncertainties and stable to declining guidance.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.